Salesforce Solutions

INTEGRATIONS POSSIBLE WITH PRECURSIVE.

Our technology partners' products integrate seamlessly into Precursive.

TECHNOLOGY PARTNERS.

Create seamless transitions between commercial & delivery teams by integrating Precursive with Sales Cloud, CPQ and Einstein.

SALESFORCE CPQ

Align sales and services with automated project creation based on opportunity pipeline.

See a demo to understand how Precursive works with Salesforce Sales Cloud from opportunity to onboarding.

LEARN HOW

BREADWINNER

Breadwinner offers a fast and simple two-way connection between Salesforce and accounting software and payment processors.

A native Salesforce integration app, it enables businesses of all sizes and industries to have a complete accounting solution that’s scalable, secure, and reliable.

LEARN HOW

SLACK

Create project channels automatically with direct links to projects & updates in one place.

Get a demo on how your team can save admin time with direct links to projects and tasks, information on project health and execution of flows.

LEARN HOW

PARTNERS IN THE ECOSYSTEM.

Need visibility of all your data, tools and teams in one place? Connect your existing tech stack to Precursive and see value faster.

PLATFORM & DATA

BILLING & INVOICE

WORKFLOW / PRODUCTIVITY

QUOTING

HR MANAGEMENT

DOCUMENTATION AUTOMATION

CUSTOMER EXPERIENCE

SURVEYS

FORMS

System Integrators >

Thought Leadership >

What's best about Precursive is its ease of use, especially compared to other tools on the market. The UX is super clean and it's simplicity tying different pieces together, from resource allocation to project milestones, makes it an easy project management tool to use and therefore our adoption of the tool is high. The fact that it's 100% Salesforce native is key."

DAYNA GILES.
Director of Operations | Dealertrack